Join us as we host two educational workshops to help you manage your financial retirement goals on Wednesday, September 17. These free workshops will be held in the Reed 114 and are open to alumni, faculty, staff and parents. Both the afternoon session (3 to 5 p.m.) and the evening session (6 to 8 p.m.) will cover both cover two topics. To register for our free workshops please email Sharron Zimmerman at firstname.lastname@example.org or 814-898-6159 and indicate your desired time slot.
The first topic “Shaping Your Family’s Future With Estate Planning: Wills, Trusts, and Other Tools,” will be presented by Thomas C. Hoffman, II, Esq., with Knox McLaughlin Gornall & Sennett, P.C. It will highlight what you need to know to protect your family, help shape their future, and create your personal legacy. The second topic “Your Retirement Years: Keeping ‘Em Golden,” will help you navigate the maze of financial planning options available for retirement and will be presented by Domini Allison '04, associate wealth planner at PNC Wealth Management.
Thomas C. Hoffman, II has represented thousands of businesses and individuals during his career as a lawyer and CPA. He often uses atypical approaches seeking the best possible solution for clients’ complex ambitions and circumstances, working closely with clients’ accountants, bankers, insurance agents and wealth management advisors as needed. Mr. Hoffman concentrates his practice on estate and trust planning, administration of complex estates and trusts, business succession planning, and the tax consequences of these matters. He is a proud alumnus of Pennsylvania State University and currently serves the University as a Planned Giving Advisory Council Member, and Penn State Behrend Council of Fellows Member.
Domini Allison is a Chartered Retirement Planning Counselor (CRPC®) and has eight years of experience in the banking and finance industry. She consults with clients to create and implement strategies for wealth accumulation, distribution and transfer as they prepare for, and live in, retirement. Before joining PNC Wealth Management, Ms. Allison served as a Financial Advisor with USAA, providing comprehensive financial advice to the United States military and their families with a focus on retirement planning, life insurance and Medicare. She is a proud alumna of Penn State Erie, The Behrend Collegge, with degrees in both International Business and Marketing.